Jessie Queniart Ingram

Dorete Ben David is a CFP® professional with 8 years of industry experience, operating Ben-David Financial Planning since 2003. She leads an independent firm based in Shingle Springs, CA, serving a small roster of clients. Ben-David Financial Planning provides financial planning and portfolio management to individuals, couples, families, and business owners, using primarily no-load mutual funds along with bonds and alternative investments tailored to client goals. The firm emphasizes a collaborative approach with quarterly reviews and a fee-only retainer billing model without third-party compensation.

Adam Anderson is a financial advisor with WealthGuard Advisors, Inc. in Placerville, CA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has worked at WealthGuard Advisors since 2010, with previous experience at Arbor Point Advisors and Securities America Advisors. Outside of advising, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, and the Marshall Foundation for Community Health, and he is involved in managing a whitewater rafting business. WealthGuard Advisors provides investment advisory services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm focuses on long-term investment strategies while utilizing derivatives and option-writing in client accounts, and it offers discretionary and non-discretionary portfolio management alongside financial planning and third-party money manager selection.

Nicholas Destefano is a financial advisor at Trendscast Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Forward Financial and D'Arcy Wealth Management. He is also an owner and insurance agent at Forward Financial, where he dedicates a portion of his time. Trendscast Financial provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on clients’ investment policy statements and uses a combination of charting, fundamental, and technical analysis across various strategies, including discretionary and non-discretionary ERISA advice.

Blake Anderson is a CFP® with seven years of industry experience, currently serving as an advisor at WealthGuard Advisors, Inc. since 2017. He has prior experience working at Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a member of the board of directors for Hands 4 Hope - Youth Making a Difference, a nonprofit organization focused on youth leadership development. WealthGuard Advisors provides investment advisory services to individuals, including high-net-worth clients, as well as charitable organizations and businesses. The firm employs a primarily long-term investment approach with flexibility to utilize derivatives and option-writing strategies within managed accounts.

Deborah Grose is a CFP® professional with 16 years of experience in financial advising. She has been with Lake Tahoe Wealth Management, Inc. since 2016 and previously worked at Tbffp, Inc. from 2013 to 2016. Lake Tahoe Wealth Management provides holistic financial planning and investment management services to a diverse client base, including individuals, families, businesses, trusts, retirement plans, foundations, and endowments. The firm emphasizes written Investment Policy Statements and modern portfolio theory, primarily using mutual funds and ETFs, while offering in-house tax preparation and fee-based educational sessions.

Garrett Sanders is a financial advisor with Principal Financial Services holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at JP Morgan Chase Bank and has been involved with Sanders Financial Design & Insurance Solutions, where he serves as Director. Outside of his advisory roles, Garrett was involved in the Love Birds Coffee & Tea Company for ten years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.